list of professionals.
King County
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Gregorek and Associates, PLLC
Rick Gregorek
3450 Carillon Point
Kirkland, WA 98033
Phone: 425-284-3450
www.rjglegal.com
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Kitsap County
Lineberry Kenney, PLLC
John Kenney
17791 Fjord Drive NE, Suite O
Poulsbo, WA 98370
Phone: 360-850-1049
www.lklawgroup.com |
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Pierce County
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Lineberry Kenney, PLLC
Douglas J. Lineberry
201 St. Helens Ave
Tacoma, WA 98402
Phone: 253-274-1400
www.lklawgroup.com
www.irastretchtrust.com |
McFerran, Burns & Stovall P.S.
Steve Stovall
3906 S 74th St
Tacoma, WA 98409
Phone: 253-471-1200
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King County
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D. A. Davidson & Co.
Taeya C. Lauer
3708 36th Ave SE
Seattle, WA 98126
Phone: 206-389-8010
TLauer@dadco.com
www.dadco.com
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Eagle Harbor Asset Management, Inc.
Andrew Loechl, CFA
800 Fifth Ave Suite 4100
Seattle, WA 98104
Phone: 206-224-4101
www.ehaminc.com
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Integrated Wealth Strategies, LLC
Eric Wikstrom, CPA, CFP
7683 SE 27th St #305
Mercer Island, WA 98040
Phone: 206-949-5236
www.iwealthstrategies.com
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Inland Advisors Group, Inc
Toby Smith
3400 Inland Empire Blvd, Ste 150
Ontario, CA 91764
Phone: 909-476-3572
tsmith@inlandadvisors.com
www.inlandadvisors.com |
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Pacific Capital Resource Group, Inc
Zach Meissner
10900 NE 8th Street, Suite 1250
Bellevue, WA 98004
Phone: 425-641-8788 ex 241
zmeissner@pcrg.com
www.pcrg.com
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Welton Street Investments LLC
David Massa, CCIM
1001 4th Ave, Suite 3200
Seattle, WA 98154
Phone: 206-224-3718
dmassa@weltonstreet.com
www.weltonstreet.com
| Kitsap County
|
Eagle Harbor Asset Management, Inc.
Andrew Loechl, CFA
271 Madison Ave S.
Bainbridge Island, WA 98110
Phone: 206-224-4101
www.ehaminc.com |
| Pierce County
|
Eagle Harbor Asset Management, Inc.
Andrew Loechl, CFA
271 Madison Ave S.
Bainbridge Island, WA 98110
Phone: 206-224-4101
www.ehaminc.com |
| Snohomish County
|
Eagle Harbor Asset Management, Inc.
Andrew Loechl, CFA
271 Madison Ave S.
Bainbridge Island, WA 98110
Phone: 206-224-4101
www.ehaminc.com |
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Pierce County
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King County
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Chesterfield Mortgage
Marty Hunter
1001 Fourth Ave Ste 3313
Seattle, WA 98154
Phone: 206-464-8770
www.cmiseattle.com |
US Capital Management
Steven Kerkstra
2533 N Carson Street, Ste 3226
Carson City, NV 89706
Phone: 1-800-651-7990
skerkstra@uscapitalmgmt.com
www.uscapitalmgmt.com
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Direct Lending Group
Robert B. Smith
221 First Ave West Ste 105
Seattle, WA 98119
Phone: 206-267-5055
www.dlendinggroup.com |
WADOT Capital Inc.
Erik Egger or Craig Halpin
13751 Lake City Way NE #222
Seattle, WA 98125
Phone: 206-362-4444
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Welton Street Investments LLC
David Massa, CCIM
1001 4th Ave, Suite 3200
Seattle, WA 98154
Phone: 206-224-3718
dmassa@weltonstreet.com
www.weltonstreet.com
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Olympic Coast Investments
Kurt J. Ursich
Eric W. Thorsen
801 Second Ave Ste 315
Seattle, WA 98104
Phone: 206-363-6996
www.ocinvestment.com |
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Pacific One Mortgage
John Murphy
1833 North 105th Street, Ste 304
Seattle, WA 98133
Phone: 206-417-1654
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Kitsap County
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William A. Eastman & Co, Inc.
Janet Dailey
17791 Fjord Dr NE
Poulsbo, WA 98370
Phone: 360-697-7155 |
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Pierce County
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Pacific Equity Group, Inc.
Liz Biber
3019 Judson St Ste E
Gig Harbor, WA 98335
Phone: 253-858-4440
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Snohomish County
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Westar Funding
Penny Helms
5005 200th St S
Lynnwood, WA 98036
Phone: 866-993-7827
www.westarfunds.com |
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King County
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EQ Estate Brokers
Jill Jensen
50 116th Ave SE Ste 210
Bellevue, WA 98004
Phone: 425-289-1051
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Welton Street Investments LLC
David Massa, CCIM
1001 4th Ave, Suite 3200
Seattle, WA 98154
Phone: 206-224-3718
dmassa@weltonstreet.com
www.weltonstreet.com |
Pierce County
Keller Williams
George & Katina Toscas-Atz
7403 Lakewood Drive W. #3
Lakewood, WA 98499
Phone: 253-473-4080
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Evergreen Escrow, Inc.
Phil Dryden
208 North Meridian
Puyallup, WA 98371
Phone: 253-848-7600
www.evergreenescrow.com |
Offenbecher Commercial
101 South Meridian
Puyallup, WA 98371
Phone: 253-840-5574
www.offenbecher.com
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King County
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Gregorek and Associates, PLLC
Wally Croasdill, CPA
3450 Carillon Point
Kirkland, WA 98033
Phone: 425-284-3450
www.rjglegal.com
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Padgett Business Services
Tom Thomason
16590 NE 79th St
Redmond, WA 98052
Phone: 425-882-3300
www.padgettnorthwest.com |
William H. Bratton, CPA
25022 104th Ave SE Ste E
Kent, WA 98030
Phone: 253-854-7990
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Sprute & Breitenbach CPA's LLC
Herb Sprute
5600 14th Ave NW
Seattle, WA 98107
Phone: 206-789-3344
herb@sprute-breitenbach.com
www.sprute-breitenbach.com
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Kitsap County
Pierce County
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Hoon & Ziegler PS, CPAs
Keith Hoon
10319 8th Street East
Edgewood, WA 98372
Phone: 253-952-7630
www.hoonandziegler.com |
Alan E Norwood CPA
1902 Meridian S
Puyallup, WA 98372
Phone: 253-840-0336
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Nelson & Company PS CPA
David S. Nelson
4301 S Pine St Suite 240
Tacoma, WA 98409
Phone: 253-752-9522 |
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Account holders/applicants are advised to seek individual professional investment, legal and tax advice when choosing investments for their VRAC Self-Directed IRA. VRAC provides a list of local professionals to assist clients with their IRA investing as a courtesy and a convenience. The professionals listed above have indicated that they provide IRA-related investments or professional advisory services. Viking Retirement Assets Custodian, Viking Bank, its holding company or any of its affiliates does not recommend, evaluate, endorse or promote any of the professionals listed on our website and shall not be liable for any misinformation, act, investment results produced, or omission of any listed professional. The inclusion of the professionals listed is not intended to reflect their importance, nor is it intended to endorse any views expressed or products or service offered on these outside sites, or the organizations sponsoring the sites. You are advised to perform your own due diligence and not to rely on this list when selecting investments or professionals to assist you.
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